HubSpot Ideas

mfoldager

Re-enroll deals when products are updated

Hello

 

We would like to be able to re-enroll deals in a workflow as soon as products are updated. The way we are managing this at the moment is to re-enroll based on the Deal MRR changing. This doesn't work, as not all changes to products involve a change in the MRR. We're especially seeing an issue with customers onboarding to our free plans, as they will never have their MRR change from 0, so we have no chance to re-enroll them at any point in time.

 

A suggestion could be something along the lines of a property on the deal level like "Last Line Item/Product Update Date" on the deal level, which we would have built ourselves if it was possible to do Product/Line item workflows.

2 Replies
CKjeldsen
Member

This is a great idea! 

egonzalez
Contributor | Elite Partner

We need this ASAP